- Spearheaded M&A initiatives, steering both buy-side and sell-side transactions from inception to successful closure.- Played a pivotal role in deal negotiations, ensuring seamless coordination of critical documents such as business plans, teasers, and information memoranda.- Executed comprehensive market research to identify strategic markets and evaluate competitive dynamics and external business influencers.- Developed and scrutinized financial models of target companies to inform acquisition strategies.- Facilitated due diligence processes, encompassing technical, financial, and tax assessments.- Facilitate deal execution by reviewing critical documents: NDAs, LOIs, MOUs, SPAs, and SHAs.- Oversee project timelines, ensuring milestones and deliverables are met efficiently.- Drive post-merger integration, including talent recruitment, branding initiatives, organizational restructuring, business plan evaluation, vendor contract negotiations, PR campaigns, and opening of offshore bank accounts.- Prepare and review materials for board meetings and maintain corporate governance documentation.- Spearhead geographic expansion efforts by conducting market research and establishing new offices.- Support corporate restructuring processes, managing share transfers and the creation of Special Purpose Vehicles (SPVs).- Analyze and optimize subsidiary performance to meet or exceed revenue and profit goals.

- Delivered expert financial advisory services across Life, General, and Investment sectors to a diverse client base.- Enhanced client value through additional services including Mortgage Financing, Lasting Power of Attorney (LPA), and medical concierge.- Drove business growth by leveraging existing client referrals and executing strategic cold-calling initiatives.- Performed in-depth financial assessments to uncover insurance and investment gaps, offering tailored financial solutions to align with client goals.- Maintained current knowledge of financial products, market trends, and industry news to provide informed advice.- Conducted regular portfolio reviews to foster enduring client relationships and ensure ongoing financial health.- Adhered to ethical and regulatory standards, consistently placing client interests at the forefront of decision-making.- Engaged in collaborative teamwork, sharing insights and strategies to contribute to collective team achievements.- Recognized for excellence with prestigious industry accolades: Million Dollar Round Table and Quality Club membership.

- Expanded client network through strategic prospecting, including cold calling, canvassing, roadshows, and leveraging referrals.- Conducted comprehensive financial assessments to identify client goals and address financial shortfalls.- Tailored and presented impactful financial solutions aligned with client objectives for both short and long-term wealth growth.- Maintained cutting-edge industry knowledge to inform investment portfolio structuring tailored to diverse client needs.- Delivered exceptional Point Of Sales and After Sales Service, ensuring client satisfaction and loyalty.- Conducted annual reviews to strengthen customer relationships and ensure ongoing service excellence.- Recipient of the prestigious Star Club Award for outstanding performance in financial advisory services.

- Preparing monthly sales report, accrual report, purchase report, flash report and monthly forecast- Consolidate GDB from various dealers and assist in preparing yearly budget. Review budget and forecast with updated figures.- Coordinate and update shipment details. Manage and update dealers price list- Issue quotation to dealers.- Prepare powerpoint slides for presentation to internal stakeholders.- Issue PO, SI based on the schedule provided by vendors. Liase with vendors and dealers on shipment progress and schedule. Prepare shipping documents and issue invoices for month end closing.- Prepare minutes for meeting- Flight/hotel booking and other ad-hoc duties as assigned.

- Issue PO, job order, sales contract to vendor. - Liase with forwarder for freight costs and assign appropriate forwarder for the shipment. Monitor shipping schedule and update customer.- Prepare shipping documents (invoice, packing list, BL, COC, permit, insurance etc). - Monitor shipping schedule and prepare month end closing (DO and invoices) and sales reports. Monitor overdue payments and remind customers for payment. - Prepare payment instruction for the team expense report- Flight/hotel bookings for department head and team members - Visa application- Generate monthly system reports. - Annual stock take at Malaysia Inventory